Position in GS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$336,785
+$55,072 QoQ
Shares Held
333
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,466
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $1,361,349 across 7 Capital Markets names. GS ranks #3 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
5,162 | $476,297 | |
| 2 | MS |
Morgan Stanley
|
2,094 | $437,728 | |
| 3 | GS |
Goldman Sachs Group Inc
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|
333 | $336,785 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
1,431 | $71,521 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
165 | $22,131 | |
| 6 | SF |
Stifel Financial Corp
|
186 | $12,977 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
39 | $3,910 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,785 | 333 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $281,713 | 333 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $292,707 | 333 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $265,183 | 333 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $235,680 | 333 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $181,914 | 333 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $296,617 | 518 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $186,161 | 376 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $161,478 | 357 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $149,115 | 357 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $60,565 | 157 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $50,800 | 157 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $50,961 | 158 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $63,132 | 193 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $66,272 | 193 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $446,022 | 1,522 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $452,064 | 1,522 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $502,412 | 1,522 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $673,288 | 1,760 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $575,361 | 1,522 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $577,644 | 1,522 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $375,723 | 1,149 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $303,002 | 1,149 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $230,914 | 1,149 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $31,223 | 158 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $24,425 | 158 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||